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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,522 | $100,203-57.6% | $85,240-50.1% | $145,897-70.9% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 16.84% | 84.28%-67.4pp | 66.75%-49.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $783 | $3,242-75.8% | $2,735-71.4% | $4,663-83.2% |
| Participant deferral / active EE | $1,054 | $5,299-80.1% | $4,527-76.7% | $6,689-84.2% |
| Admin fee / account holder | $308 | $7,265-95.8% | $6,165-95.0% | $13,390-97.7% |